Our Fees
We are a fee-only investment advisor which means we do not charge commissions and only charge for the assets that we manage on behalf of our clients. Our fee schedule is listed in the table below. For those interested, we are also able to provide financial planning only services. These fees are negotiated based on time commitment and complexity.
| Assets Under Management (AUM) | Fee |
|---|---|
Less Than $1,000,000 |
1.00% |
Next $1,000,000 |
0.90% |
Next $3,000,000 |
0.80% |
Above $5,000,000
|
0.70% |